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Panoramic Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Panoramic Investment Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+4,601
New +$197K 0.1% 140
2024
Q1 		$226K Buy
+7,088
New +$214K 0.17% 103

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Panoramic Investment Advisors's DFAC Position: Q2 2026 in Review

Panoramic Investment Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 4,601 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in DFAC as recently as Q1 2024.

Panoramic Investment Advisors first reported a position in DFAC in Q1 2024 and has held it in 2 quarters since. The position peaked at $226K in Q1 2024. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Panoramic Investment Advisors held 4,601 shares of Dimensional US Core Equity 2 ETF worth $204K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Panoramic Investment Advisors position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.1% of Panoramic Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Panoramic Investment Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 2 quarters since.
  • Panoramic Investment Advisors's Dimensional US Core Equity 2 ETF position peaked at $226K in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.